SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$1.71M
3
+$887K
4
AAPL icon
Apple
AAPL
+$141K
5
DIS icon
Walt Disney
DIS
+$106K

Top Sells

1
+$19.1M
2
+$3.66M
3
+$3.57M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$545K
5
PG icon
Procter & Gamble
PG
+$395K

Sector Composition

1 Communication Services 6.14%
2 Technology 3.84%
3 Financials 3.57%
4 Industrials 3.46%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$895K 0.14%
5,869
-267
52
$838K 0.13%
11,858
+839
53
$807K 0.12%
5,316
54
$639K 0.1%
7,611
-336
55
$514K 0.08%
16,904
56
$471K 0.07%
4,284
57
$421K 0.06%
6,585
-523
58
$399K 0.06%
4,950
59
$364K 0.06%
2,761
-567
60
$341K 0.05%
6,544
-794
61
$314K 0.05%
5,137
62
$300K 0.05%
8,346
63
$287K 0.04%
9,064
-863
64
$270K 0.04%
5,007
-264
65
$267K 0.04%
2,545
66
$264K 0.04%
5,142
67
$258K 0.04%
2,650
-342
68
$240K 0.04%
1,866
-193
69
$228K 0.03%
9,365
70
$224K 0.03%
3,192
-3,493
71
$222K 0.03%
5,663
-720
72
$221K 0.03%
1,763
-154
73
$216K 0.03%
1
74
$212K 0.03%
4,238
-1,955
75
$17K ﹤0.01%
20,000
1 2
3
4